See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,692 | $25,979+83.6% | $71,735-33.5% | $68,494-30.4% |
| Participation rate | 96.6% | 54.5%+42.1pp | 62.3%+34.2pp | 67.9%+28.7pp |
| Annual return | -9.00% | -15.10%+6.1pp | 9.14%-18.1pp | -7.84%-1.2pp |
| Employer contribution / active EE | $191 | $900-78.8% | $1,704-88.8% | $2,596-92.6% |
| Participant deferral / active EE | $3,124 | $1,522+105.3% | $2,658+17.5% | $4,027-22.4% |
| Admin fee / account holder | $6,393 | $2,022+216.2% | $3,974+60.9% | $5,403+18.3% |